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Helper I
Helper I

Rolling 12 months Retention

Hi Users,

 I have a measure which gives me the retention  as below. I looking for calculating the rolling retention for 12 months from a date. My question can i use the below retention measure to calculate Rolling retention for a date ? If yes then how do i start with thedax for it?

 

Retention  = DIVIDE([Staff Retained],[SOP Active staff],0) *100
 
Staff Retained = [SOP Active staff] - [Terminations]
 
SOP Active staff =
VAR _FirstDayCurrentMonth =
MIN( CalFiscal[Date] )
RETURN
CALCULATE (
COUNT ('Hires term 2 4'[EMPLID]),
FILTER (
'Hires term 2 4',
'Hires term 2 4'[LAST_HIRE_DT]<= _FirstDayCurrentMonth
&& (
'Hires term 2 4'[TERMINATION_DT] >= _FirstDayCurrentMonth
|| ISBLANK ( 'Hires term 2 4'[TERMINATION_DT]))))
 
 
Terminations =
CALCULATE(COUNT(Turnover[TERMINATION_DT]),
USERELATIONSHIP(Turnover[TERMINATION_DT],CalFiscal[Date]))
2 ACCEPTED SOLUTIONS
FarhanAhmed
Super User II
Super User II

you can give this a try and see the results.

You just need to make sure that you have a date table that is marked as Date Table in your model. In the below example, the "DimDate" is the Date/Calendar table.

Rolling 12 Month Retention = CALCULATE(Retention,DATESINPERIOD(DimDate[DateSecAlternateKey],MAX(DimDate[DateSecAlternateKey]),-12,MONTH))

 







Did I answer your question? Mark my post as a solution! Appreciate your Kudos!!

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View solution in original post

It worked Farhan.. Thanks for the solution.

View solution in original post

2 REPLIES 2
FarhanAhmed
Super User II
Super User II

you can give this a try and see the results.

You just need to make sure that you have a date table that is marked as Date Table in your model. In the below example, the "DimDate" is the Date/Calendar table.

Rolling 12 Month Retention = CALCULATE(Retention,DATESINPERIOD(DimDate[DateSecAlternateKey],MAX(DimDate[DateSecAlternateKey]),-12,MONTH))

 







Did I answer your question? Mark my post as a solution! Appreciate your Kudos!!

Proud to be a Super User!




View solution in original post

It worked Farhan.. Thanks for the solution.

View solution in original post

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